How to choose the right CRM for your business

A growing business needs a good Customer Relationship Management (CRM) solution. However, when it comes to choosing a system, there are lots of elements to consider.

From understanding your requirements, your processes, users and current setup, to navigating what you want to achieve moving forward, it can all get a little overwhelming.

To help you determine what your business needs from a CRM system and how to move forward with the selection process, we have put together this eBook. Within it, you will find CRM advice, best practices, top tips from our team of experts, things to consider throughout your journey, and more.

As a Microsoft Gold Partner, Pragmatiq specialise in designing, developing, implementing and supporting Dynamics 365. Whatever stage you are in your CRM journey, we hope you find this resource useful.

Read this e-book to get practical advice on:

• What is a CRM System?
• Signs your business needs a CRM System
• Moving from spreadsheets to a CRM Bespoke CRM or off-the-shelf software – which is right for you?
• Key considerations when choosing a CRM System
• You’ve chosen a system – what next?


Get your guide to all-things CRM, covering what you need to know when it comes to choosing and implementing a new solution.


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